Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 5,017 $802K 0.01% +574 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 5,016 $802K 0.07% +2,860 13F-HR Timeline Cannon Global Investment Management, LLC More: the full row for Cannon Global Investment Management, LLC 5,000 $799K 2.02% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 4,976 $796K <0.01% +156 13F-HR Timeline Group Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 4,923 $787K 0.03% +727 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,872 $779K 0.02% -18,456 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 4,862 $777K 0.13% +111 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 4,723 $755K <0.01% -987 13F-HR Timeline Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 4,679 $748K 0.03% +266 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 4,665 $746K 0.06% -466 13F-HR Timeline Group B. Metzler seel. Sohn & Co. AG in group B. Metzler seel. Sohn & Co. AG More: the full row for B. Metzler seel. Sohn & Co. AG 4,600 $735K 0.01% 0 13F-HR Timeline Group JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 4,584 $733K 0.16% -1,316 13F-HR Timeline Northwest & Ethical Investments L.P. More: the full row for Northwest & Ethical Investments L.P. 4,460 $729K 0.02% -800 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 4,749 $727K 0.26% -38 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 4,531 $724K <0.01% -1,554 13F-HR Timeline Group EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 4,500 $720K 0.03% 0 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 4,487 $717K 0.05% -3 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 4,480 $716K 0.07% +92 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 4,474 $715K 0.18% +1,754 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 4,454 $712K 0.03% +25 13F-HR Timeline Grandeur Peak Global Advisors, LLC More: the full row for Grandeur Peak Global Advisors, LLC 4,438 $710K 0.1% -14,830 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,412 $705K 0.07% -218 13F-HR Timeline INTECH INVESTMENT MANAGEMENT LLC More: the full row for INTECH INVESTMENT MANAGEMENT LLC 4,409 $705K 0.01% -38 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 4,375 $700K 0.03% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 4,361 $697K 0.03% +275 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 4,315 $690K 0.18% +2,437 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 4,255 $680K 0.02% +1,888 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,240 $678K 0.03% -144 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 4,198 $671K <0.01% -70 13F-HR Timeline Group Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 4,084 $653K 0.01% +1,945 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 4,030 $644K 0.05% +102 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 3,938 $630K <0.01% +391 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 3,891 $622K 0.05% +7 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,845 $615K 0.33% -245 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 3,798 $607K 0.03% -939 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,798 $607K 0.14% -1 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 3,789 $606K 0.11% +47 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 3,762 $602K <0.01% +276 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 3,741 $598K 0.02% -38,630 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 3,730 $596K 0.01% 0 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 3,713 $594K <0.01% +556 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 3,686 $589K <0.01% +106 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,653 $584K <0.01% -1,149 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 3,643 $582K <0.01% +854 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 3,637 $582K 0.05% new 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,622 $579K 0.03% -571 13F-HR Timeline Group AGF MANAGEMENT LTD in group AGF MANAGEMENT LTD More: the full row for AGF MANAGEMENT LTD 3,600 $576K <0.01% -1,214,649 13F-HR Timeline Group UniSuper Management Pty Ltd More: the full row for UniSuper Management Pty Ltd 3,600 $576K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 3,595 $575K 0.03% +532 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 3,593 $574K 0.14% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 3,564 $570K 0.05% new 13F-HR Timeline Bryce Point Capital, LLC More: the full row for Bryce Point Capital, LLC 3,564 $570K 0.7% -2,415 13F-HR Timeline Bryn Mawr Trust Advisors, LLC More: the full row for Bryn Mawr Trust Advisors, LLC 3,502 $560K 0.03% +380 13F-HR Timeline ABN AMRO INVESTMENT SOLUTIONS in group ABN AMRO INVESTMENT SOLUTIONS More: the full row for ABN AMRO INVESTMENT SOLUTIONS 3,457 $553K 0.01% +18 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 3,453 $552K 0.01% +1,410 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 3,439 $550K 0.01% +432 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,437 $550K 0.02% +772 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,435 $549K 0.01% -944 13F-HR/A Timeline Group Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,309 $529K 0.04% new 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 3,275 $524K 0.15% 0 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 3,268 $523K 0.01% +646 13F-HR Timeline Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 3,236 $517K 0.01% +9 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 3,217 $514K 0.01% -10 13F-HR Timeline SAGE ADVISORS, LLC More: the full row for SAGE ADVISORS, LLC 3,195 $511K 0.37% -656 13F-HR Timeline ClearAlpha Technologies LP More: the full row for ClearAlpha Technologies LP 3,150 $504K 1.38% -7,125 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 3,127 $500K 0.01% +1,557 13F-HR Timeline Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 3,104 $496K 0.02% +37 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 3,053 $488K 0.06% -119 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 3,034 $485K 0.02% -497 13F-HR Timeline PAX Financial Group, LLC More: the full row for PAX Financial Group, LLC 3,033 $485K 0.09% -449 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 3,029 $484K 0.01% +77 13F-HR Timeline Siemens Fonds Invest GmbH More: the full row for Siemens Fonds Invest GmbH 3,008 $481K 0.03% +162 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,880 $460K 0.1% +62 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 2,826 $452K 0.06% -11 13F-HR Timeline Robeco Institutional Asset Management B… in group Robeco Institutional Asset Ma… More: the full row for Robeco Institutional Asset Management B.V. 2,821 $451K <0.01% -473 13F-HR Timeline Group Cynosure Group, LLC More: the full row for Cynosure Group, LLC 2,780 $444K 0.05% -4,645 13F-HR/A Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 2,762 $442K 0.3% -162 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 2,755 $441K 0.06% -534 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 2,754 $440K 0.14% new 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 2,732 $437K 0.01% -887 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,730 $436K 0.17% +39 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,713 $434K 0.01% -1,169 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 2,667 $426K 0.06% 0 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,661 $425K 0.02% 0 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,596 $415K 0.02% -432 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,583 $413K 0.01% +34 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 2,703 $412K 0.32% 0 13F-HR Timeline OXFORD ASSET MANAGEMENT LLP More: the full row for OXFORD ASSET MANAGEMENT LLP 2,561 $409K 0.13% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 2,552 $408K 0.05% +102 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 2,548 $407K 0.21% +5 13F-HR Timeline Mount Lucas Management LP More: the full row for Mount Lucas Management LP 2,533 $405K 0.18% -180 13F-HR Timeline Rathbones Group PLC More: the full row for Rathbones Group PLC 2,517 $402K <0.01% 0 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 2,505 $401K 0.11% -686 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,497 $399K 0.01% +9 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 2,495 $399K <0.01% -588 13F-HR Timeline Group Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 2,474 $396K 0.01% -206 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,463 $394K 0.01% new 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 2,462 $394K <0.01% +106 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 2,456 $393K 0.01% new 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,453 $392K 0.02% +49 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 2,433 $389K 0.01% -55 13F-HR Timeline Metis Global Partners, LLC More: the full row for Metis Global Partners, LLC 2,428 $388K 0.01% -16 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 2,417 $386K 0.01% +1 13F-HR Timeline Group FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 2,398 $383K 0.01% -1,029 13F-HR Timeline EntryPoint Capital, LLC More: the full row for EntryPoint Capital, LLC 2,388 $382K 0.15% new 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 2,363 $378K 0.08% new 13F-HR Timeline Alpine Global Management, LLC More: the full row for Alpine Global Management, LLC 2,359 $377K 0.08% new 13F-HR/A Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,358 $377K 0.03% -672 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 2,501 $375K 0.06% +15 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,343 $375K <0.01% +412 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 2,328 $372K 0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,255 $361K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,358 $359K <0.01% +84 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,235 $357K 0.02% -2,644 13F-HR Timeline Illinois Municipal Retirement Fund More: the full row for Illinois Municipal Retirement Fund 2,230 $357K <0.01% -6,765 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,223 $355K 0.07% new 13F-HR Timeline Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 2,221 $355K <0.01% -404 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 2,217 $355K 0.12% 0 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 2,212 $354K -700 Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 2,210 $353K +219 Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 2,150 $344K <0.01% 0 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 2,147 $343K 0.2% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,146 $343K 0.01% +18 13F-HR Timeline Group Oak Thistle LLC More: the full row for Oak Thistle LLC 2,141 $342K 0.05% new 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 2,130 $341K 0.01% +59 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,113 $338K 0.01% -440 13F-HR/A Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 2,108 $337K <0.01% +21 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 2,091 $334K 0.01% +234 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 2,078 $332K 0.01% +29 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,062 $330K 0.02% -9 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 2,061 $330K 0.05% 0 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 2,057 $329K 0.11% +12 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 2,054 $328K 0.01% -2,060 13F-HR Timeline ARMISTICE CAPITAL, LLC More: the full row for ARMISTICE CAPITAL, LLC 2,044 $327K 0.01% new 13F-HR Timeline Fulcrum Capital LLC More: the full row for Fulcrum Capital LLC 2,037 $326K 0.07% 0 13F-HR Timeline Arete Wealth Advisors, LLC More: the full row for Arete Wealth Advisors, LLC 2,035 $325K 0.02% -32 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,029 $324K <0.01% -70 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,000 $320K 0.06% 0 13F-HR Timeline River Road Asset Management, LLC More: the full row for River Road Asset Management, LLC 1,981 $317K <0.01% -288 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 1,949 $312K 0.01% +27 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,915 $306K 0.06% +1,792 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 1,912 $306K 0.03% new 13F-HR Timeline CIGNA INVESTMENTS INC /NEW in group CIGNA INVESTMENTS INC /NEW More: the full row for CIGNA INVESTMENTS INC /NEW 1,890 $303K 0.04% 0 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 1,878 $300K 0.01% +667 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 1,865 $298K 0.02% new 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 1,864 $298K 0.13% -1 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 1,805 $289K 0.03% +53 13F-HR Timeline Aspen Grove Capital, LLC More: the full row for Aspen Grove Capital, LLC 1,801 $288K 0.05% -15 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,778 $284K 0.03% +33 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 1,773 $283K 0.02% +99 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 1,756 $281K 0.02% +1 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,754 $280K 0.01% +120 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 1,741 $278K <0.01% +6 13F-HR Timeline Group NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 1,842 $274K 0.02% -134 13F-HR Timeline Group SUMMIT WEALTH GROUP LLC / CO More: the full row for SUMMIT WEALTH GROUP LLC / CO 2,651 $273K 0.03% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,652 $270K 0.02% +675 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,683 $269K 0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,650 $264K 0.02% 0 13F-HR Timeline Stamos Capital Partners, L.P. More: the full row for Stamos Capital Partners, L.P. 1,638 $262K 0.05% -2,678 13F-HR Timeline Moran Wealth Management, LLC More: the full row for Moran Wealth Management, LLC 1,638 $262K 0.01% new 13F-HR Timeline GC Wealth Management RIA, LLC More: the full row for GC Wealth Management RIA, LLC 1,607 $257K 0.01% new 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,596 $255K 0.01% +433 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,592 $255K <0.01% -156 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,429 $247K 0.03% -22 13F-HR/A Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,534 $245K <0.01% +13 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 1,523 $244K 0.03% +19 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,518 $243K 0.01% 0 13F-HR Timeline IAMS WEALTH MANAGEMENT, LLC More: the full row for IAMS WEALTH MANAGEMENT, LLC 1,505 $241K 0.1% new 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 1,500 $240K 0.01% 0 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 1,493 $239K 0.01% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 1,483 $237K 0.01% -197 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 1,482 $237K <0.01% +1 13F-HR Timeline Group INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 1,480 $237K 0.02% -18 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,468 $235K 0.11% -1,403 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 1,467 $235K 0.01% -52 13F-HR Timeline Nilsine Partners, LLC More: the full row for Nilsine Partners, LLC 1,466 $234K 0.02% +74 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 1,459 $233K 0.03% 0 13F-HR Timeline Wrenne Financial Planning LLC More: the full row for Wrenne Financial Planning LLC 1,449 $232K 0.1% 0 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 1,443 $231K <0.01% +207 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 1,426 $228K 0.07% 0 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 1,424 $228K 0.02% +1,221 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 1,419 $227K 0.02% -28 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,519 $226K 0.01% +96 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,400 $224K 0.01% -100 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 1,389 $222K 0.01% new 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 1,378 $220K 0.12% new 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,377 $220K 0.01% -14 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 1,357 $217K <0.01% new 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 1,336 $214K 0.1% +9 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 1,329 $213K 0.01% -148 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 1,325 $212K 0.12% +32 13F-HR Timeline OSSIAM More: the full row for OSSIAM 1,322 $211K <0.01% +1,070 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 1,314 $210K 0.01% -168 13F-HR Timeline Group HM PAYSON & CO More: the full row for HM PAYSON & CO 1,304 $208K <0.01% 0 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 1,287 $206K 0.05% -333 13F-HR Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 1,269 $203K 0.14% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,227 $196K <0.01% +689 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,220 $195K <0.01% +244 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,142 $183K 0.01% -36 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 1,133 $181K 0.01% new 13F-HR Timeline